Bonsai vs The Agency CRM
Bonsai
hellobonsai.com
The Agency CRM
theagencycrm.nlSide by side
| Figure | Bonsai | The Agency CRM |
|---|---|---|
| Price from | $15/mo | €29/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 4 | 5 |
| Spec score · Professional Services CRM Software | 9.3 (#4) | 8.6 (#16) |
| API | The Bonsai API covers contacts, companies, deals, projects, tasks, subtasks, comments, time entries, and invoices. | The integrations page describes a documented REST API with OAuth 2.0, an interactive sandbox and webhooks for real-time events. |
| Integrations | Official integration resources cover QuickBooks Online, Xero, Zapier, Calendly, Gmail, Outlook, Zoom, HiBob and a Bonsai MCP server. | The maker advertises 41 ready-made integrations including Google Workspace, Slack, Stripe and Mollie, with additional connections through Zapier or REST API. |
| Rating on Apple App Store | 4.3 out of 5 from 310 ratings | The listing says the app has not received enough ratings or reviews to display an overview. |
| Rating on Google Play | 4.2 out of 5 from 105 reviews | The Google Play page displays no star rating or review count and shows 100+ downloads. |
| Security | Bonsai says it achieved SOC 2 Type II compliance on July 3, 2025, and describes enforced multifactor authentication and least-privilege access. | Official pages state that data is encrypted on European servers and protected with role-based access, audit logs and a data-processing agreement. |
| Support | Paid subscribers can contact support in the app or by email, and Bonsai says its Help Center has over 240 articles. | The pricing page lists email support for Free, Starter and Pro, priority support with a 4-hour response for Business, and dedicated support for Enterprise. |
| Support and documentation | Bonsai's help center contains sections for CRM, productivity, finance, reports, automations, integrations and tax, and support is offered by email and in-app chat. | The help center advertises hundreds of guides, video explanations, chat, email and phone support, with an under-two-hour business-day average response. |
| Trial | The 7-day free trial provides full, unlimited access; after the trial, a user must choose a plan and enter payment details to continue. | The pricing page offers a 7-day free trial without requiring a credit card. |
| What it does | Bonsai is an all-in-one business platform for agencies, consultancies and professional service providers covering projects, clients, teams, billing, resource planning and revenue tracking. | The product combines leads, clients, projects, invoices and retainers in one CRM for agencies and growing teams. |
Plans
The Agency CRM
- FreeFree
- Starter€29 a month
- Pro€79 a month
- Business€199 a month
- EnterprisePriced on request
In their own words
Bonsai
Bonsai brings client work, project delivery, and billing into one platform for service businesses. Client management includes CRM, deals, estimates, proposals, contracts, retainers, forms, a client portal, and scheduling. Project tools cover tasks, Gantt charts, time tracking, budgets, timesheets, reports, and resource planning. Financial tools include invoicing, payments, rate cards, expenses, forecasting, and accounting integrations. Premium lists QuickBooks, Xero, Zapier, Calendly, and Google integrations. The API covers contacts, companies, deals, projects, tasks, subtasks, comments, time entries, and invoices. Access is available through the website, iPhone and Android apps, Mac OS, an API, and an extension. Monthly per-user plans are Basic at 15.00 USD, Essentials at 25.00 USD, Premium at 39.00 USD, and Elite at 59.00 USD. A pricing note lists $9/user/mo annually. The 7-day trial provides full, unlimited access; continuing requires a plan and payment details. Elite requires at least three users.
The Agency CRM
The Agency CRM is an operating system for agencies covering leads, clients, projects, invoices, and retainers. Its visual pipeline supports unlimited pipelines and stages, automatic follow-up tasks, forecasts, and win probabilities. An AI assistant can draft quotes, emails, and tasks, and summarize pipeline and client information using company context. Marketing tools include a visual automation builder, email campaigns and sequences, and no-code funnels and landing pages. Listed integrations include Gmail, Outlook, Google Calendar, Slack, Stripe, Mollie, WhatsApp, Zapier, Exact Online, and Moneybird. The documented REST API uses OAuth 2.0 and includes an interactive sandbox and webhooks for real-time events. iOS and Android apps provide offline access to leads, deals, and contacts, then sync after reconnecting. The free plan is limited to one user, up to five clients, and 10 invoices per month. Starter is listed at €29.00 per month, billed monthly and excluding VAT; a seven-day trial does not require a credit card. The maker says data is encrypted on EU infrastructure, with role-based access and audit logs.